Session feedback requests post-therapy

Purpose

1. Collect post-session feedback systematically from clients or guardians to assess therapy effectiveness, clinician communication, and session experience.

2. Record and centralize feedback for quality improvement, regulatory compliance, and service personalization.

3. Automate reminders, response tracking, and follow-ups to boost engagement and continuity.

4. Integrate feedback data into client records and analytics dashboards for outcome measurement and review.

Trigger Conditions

1. Completion of a therapy session noted in the practice management system.

2. Status change in EHR/EMR (e.g., session marked as "complete" or "billed").

3. Scheduled session end time passes based on therapist calendar.

4. Therapist manually flags a session for feedback.

Platform Variants

1. Twilio SMS

• Feature/Setting: SMS Messaging API. Configure automated feedback request with merge fields for client name/session time; set webhook for delivery reports.
  

2. SendGrid

• Feature/Setting: Transactional Email API. Set up dynamic email templates triggered by session events; integrate tracking pixels for opens/clicks.
  

3. Mailgun

• Feature/Setting: Email sending endpoints. Automate feedback request emails; configure event webhooks for response monitoring.
  

4. Slack

• Feature/Setting: Incoming Webhooks. Send therapist notifications upon client feedback; configure channel mentions for priority flags.
  

5. Google Forms

• Feature/Setting: Form Prefill Links API. Generate personalized feedback form links; auto-collect responses to Google Sheets.
  

6. Microsoft Teams

• Feature/Setting: Adaptive Cards API. Post interactive feedback forms directly in client/staff chats post-session.
  

7. HubSpot

• Feature/Setting: Workflows and Forms API. Send automated feedback requests via CRM workflows; track completions in contact timeline.
  

8. Salesforce

• Feature/Setting: Process Builder. Trigger survey emails upon session completion event; store responses as custom object records.
  

9. SurveyMonkey

• Feature/Setting: Send Survey API. Automate survey dispatch using client contact data; poll for completion via API.
  

10. Typeform

• Feature/Setting: Webhooks & Embedding API. Dispatch personalized links post-session; trigger thank-you email upon submission.
  

11. Zendesk

• Feature/Setting: Triggers. Send automated ticket or email post-session for feedback; capture survey data in custom fields.
  

12. Intercom

• Feature/Setting: Automated Messages. Deliver in-app or email feedback prompts based on client activity/status.
  

13. ActiveCampaign

• Feature/Setting: Automations. Schedule feedback request emails post-session; use conditional triggers for follow-ups.
  

14. Pipedrive

• Feature/Setting: Workflow Automation. Generate activities to request feedback upon deal (session) completion.
  

15. Airtable

• Feature/Setting: Automations (Emails and Webhooks). Auto-email links to feedback forms using session status update; store responses in base.
  

16. Zoho CRM

• Feature/Setting: Workflow Rules & Email Templates. Dispatch feedback requests on session closure.
  

17. Google Calendar

• Feature/Setting: Event Ended Triggers via API. Detect session end; initiate feedback automation via integration bridge.
  

18. Calendly

• Feature/Setting: Event Types and Webhooks. Send post-event feedback invite emails; log completion in Calendly notes.
  

19. DocuSign

• Feature/Setting: Envelope Completed Webhook. Trigger feedback request after signed therapy documentation.
  

20. WhatsApp Business API

• Feature/Setting: Message Templates. Send post-session feedback messages with quick reply button; auto-log responses.
  

21. ClickSend

• Feature/Setting: SMS/MMS API. Batch send personalized SMS feedback requests after sessions.
  

22. monday.com

• Feature/Setting: Automation Recipes. Assign feedback collection tasks when therapy item status turns to “done”.
  

23. Trello

• Feature/Setting: Butler Automation. Add checklist for feedback follow-up when therapy card moves to “Completed”.
  

24. Jotform

• Feature/Setting: Prefilled Form URLs. Generate unique feedback links; use notification emails for reminder automation.
  

Benefits

1. Increases feedback volume and timeliness through streamlined engagement.

2. Reduces manual clinician admin time; minimizes feedback request errors.

3. Enables data-driven quality improvement, supporting evidence-based therapy refinements.

4. Ensures compliance with regulatory/certification feedback protocols.

5. Enhances client satisfaction and trust by acting promptly on input.